SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | -33.3% | 65 | -43.5% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | -97.4% | 115 | -97.4% | 0.00% | -97.7% |
| Q2 2020 | $232,000 | -2.1% | 4,489 | -14.1% | 0.04% | -13.7% |
| Q1 2020 | $237,000 | -70.0% | 5,226 | -61.8% | 0.05% | -67.7% |
| Q4 2019 | $791,000 | -7.7% | 13,698 | -12.5% | 0.16% | -19.8% |
| Q3 2019 | $857,000 | +2.6% | 15,656 | -0.5% | 0.20% | +6.5% |
| Q2 2019 | $835,000 | +1.0% | 15,729 | -0.6% | 0.18% | -9.3% |
| Q1 2019 | $827,000 | +11.0% | 15,825 | -0.2% | 0.20% | -2.9% |
| Q4 2018 | $745,000 | -7.0% | 15,858 | +5.0% | 0.21% | +9.4% |
| Q3 2018 | $801,000 | +14.6% | 15,104 | +6.5% | 0.19% | +7.9% |
| Q2 2018 | $699,000 | +27.1% | 14,187 | +26.5% | 0.18% | +21.9% |
| Q1 2018 | $550,000 | -2.0% | 11,214 | +2.5% | 0.15% | -8.2% |
| Q4 2017 | $561,000 | +16.1% | 10,945 | +6.1% | 0.16% | +8.9% |
| Q3 2017 | $483,000 | -9.7% | 10,319 | -12.9% | 0.15% | -13.1% |
| Q2 2017 | $535,000 | +3.9% | 11,850 | +2.8% | 0.17% | -6.1% |
| Q1 2017 | $515,000 | +1.6% | 11,530 | -1.1% | 0.18% | -6.8% |
| Q4 2016 | $507,000 | -19.4% | 11,653 | -21.6% | 0.19% | -28.4% |
| Q3 2016 | $629,000 | -30.9% | 14,869 | -32.4% | 0.27% | -29.3% |
| Q2 2016 | $910,000 | +11.4% | 21,990 | +7.9% | 0.38% | +2.2% |
| Q1 2016 | $817,000 | +136.8% | 20,378 | +129.3% | 0.37% | +185.4% |
| Q4 2015 | $345,000 | -6.5% | 8,888 | -13.9% | 0.13% | -6.5% |
| Q3 2015 | $369,000 | -0.8% | 10,328 | +6.4% | 0.14% | +9.4% |
| Q2 2015 | $372,000 | -2.1% | 9,708 | +1.3% | 0.13% | -0.8% |
| Q1 2015 | $380,000 | +49.6% | 9,587 | +50.7% | 0.13% | +37.6% |
| Q4 2014 | $254,000 | +20.4% | 6,363 | +16.4% | 0.09% | +14.8% |
| Q3 2014 | $211,000 | +2.9% | 5,466 | +2.0% | 0.08% | -4.7% |
| Q2 2014 | $205,000 | -7.2% | 5,361 | -10.4% | 0.08% | -7.6% |
| Q1 2014 | $221,000 | -7.1% | 5,984 | -8.2% | 0.09% | -16.4% |
| Q4 2013 | $238,000 | +19.6% | 6,519 | +10.2% | 0.11% | -9.1% |
| Q3 2013 | $199,000 | +15.0% | 5,914 | +12.5% | 0.12% | +4.3% |
| Q2 2013 | $173,000 | – | 5,259 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,444,233 | $75,504,000 | 28.76% |
| Strategic Wealth Management Group, LLC | 491,102 | $25,675,000 | 21.03% |
| HHM Wealth Advisors, LLC | 522,788 | $27,331,000 | 17.48% |
| Hillview Capital Advisors, LLC | 53,500 | $2,797,000 | 14.84% |
| Asset Advisors Investment Management, LLC | 1,396,229 | $72,995,000 | 12.98% |
| Avantax Planning Partners, Inc. | 3,397,352 | $177,614,000 | 12.33% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 749,858 | $39,203,000 | 12.24% |
| Summit Asset Management, LLC | 442,899 | $23,155,000 | 11.40% |
| Legacy Financial Strategies, LLC | 241,958 | $12,650,000 | 10.81% |
| Pinkerton Retirement Specialists, LLC | 560,836 | $29,321,000 | 10.73% |